Purchse Request (PRQ) - Setup

We need to assign a Number of series to the Purchase Requests. You can choose whether to automatically close/archive requests after creating the purchase document:


FieldDescription
Close / Arch. Purch. RequestYou can choose whether to close / archive automatically requests after the creation of the purchase document.
Purch. Request Nos.In this field enter a numerator for the purchase requests.
Delete Requisition LinesYou can choose to delete the requisition lines after the creation of the Purchase Request.
Edit PRQ Status

you can decide who can change the PRQ status:

  • Always: used when neither WorkFlow approval nor EDS approval are activated

  • PRQ Admin Only: typically activated when using the Workflow / MS standard approval

  • Never: when using EDS or in any case when an advanced WorkFlow is provided that allows you to reopen the PRQ


Import and enable the workflow template

It is possible to use the Business Central standard workflow or the Data Security app to manage the approvals of purchase requests. To import a template for the workflow, proceed as indicated below. To use the Data Security app you need to install Data security for Purchase Request.

1. Download the Template here or from the top page and unzip the file.

2. Press ALT+Q and digit “Workflows”. Press Process-> Import from file and select the file downloaded:


3. Press ALT+Q and digit “Workflow - Table Relations”. Add a record as indicated for the table 18123252:


4. PressALT+Q and digit “Workflows”. From Manage->Edit open the workflow card and enable it:



5. It is recommended, but not necessary hide or set as NO EDIT the field “Status” on PRQ card by Design functionality or custom extension:



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